Discover the power and purpose in belonging to the largest network of CPAs, accountants, and financial professionals in the Sunshine State. Learn More →
Discover the power and purpose in belonging to the largest network of CPAs, accountants, and financial professionals in the Sunshine State. Learn More →
From courses to conferences to CPE credits, we have everything you need to stay current and relevant in today’s ever-changing marketplace. Learn More →
From courses to conferences to CPE credits, we have everything you need to stay current and relevant in today’s ever-changing marketplace. Learn More →
Our advocacy efforts on the State and national level are as wide-reaching as they are effective—and your involvement is critical to our success. Learn More →
Our advocacy efforts on the State and national level are as wide-reaching as they are effective—and your involvement is critical to our success. Learn More →
No CPA is an island. From chapter events to major conferences, from special focus groups to networking opportunities, we can help you stay connected. Learn More →
No CPA is an island. From chapter events to major conferences, from special focus groups to networking opportunities, we can help you stay connected. Learn More →
From up-to-date news to timeless reference, from engaging conversations to nuts and bolts, you can find the answers to your questions here. Learn More →
From up-to-date news to timeless reference, from engaging conversations to nuts and bolts, you can find the answers to your questions here. Learn More →
(Learn from over 10,000 successful DMS implementations)
When implementing a document management system (DMS) there’s a fair amount of pressure to get it right the first try.
While some may discount document strategy as a tactical to-do, missing the mark on your DMS program risks clients and staff being unable to access critical files, and can dramatically reduce the efficiency of your day-to-day operations (by as many as ten hours a week!)
There is a right way that your practice can successfully deliver on DMS goals. What you need is the right framework in place to ensure your program delivers the outcomes the business is relying on.
This eBook covers everything from discovery to migration and offers some advice for onboarding your team.